DR
Dustin P. Rollins
COPPELL ADVISORY SOLUTIONS LLC
Deland, FL
Some features on this profile are disabled
CRD#: 4669756
DR
Professional summary
Dustin P Rollins is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Deland, Florida.
Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Dustin has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The Name of the other business: OXFORD BUSINESS SERVICES INC
Investment Related?:INVESTMENT RELATED
Address of other business: 101 N. WOODLAND BLVD DELAND FL. 32720
Nature of other business: INSURANCE BUSINESS
Your position: I AM AN AGENT
Start Date: START DATE 02/2010
How many hours you devote to the other business per month: 80 HRS
How many hours you devote to the other business during securities trading hours: 40HRS
Briefly describe your duties: MEET WITH CLIENTS AND CASE DESIGN.
The Name of the other business: TAXPLANNERS USA, LLC
Investment Related?: NON- INVESTMENT RELATED
Address of other business: 101 N WOODLAND BLVD STE A308 DELAND FL 32720
Nature of other business: TAX PREPARATION,
Your position: OWNER
Start Date: JUNE 2013
How many hours you devote to the other business per month: 12/WEEK,
How many hours you devote to the other business during securities trading hours: 6
Briefly describe your duties: PREPARE TAX RETURNS
The Name of the other business: COLLEGE FUNDING
Investment Related?: NON - INVESTMENT RELATED
Address of other business: 1742 S. WOODLAND BLVD #192
Nature of other business: COLLEGE CONSULTING
Your position: LEAD CONSULTANT
Start Date: 11/01/2015
How many hours you devote to the other business per month: 30 HOURS PER MONTH
How many hours you devote to the other business during securities trading hours: 5 hours
Briefly describe your duties: I CONSULT WITH CLIENTS ABOUT COLLEGE PLANNING FOR THEIR KIDS.
CRS (Client Relationship Summary) - RIA
Click below to view Dustin P Rollins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 21, 2019 - Present
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Deland, FL
Past
May 19, 2016 - December 9, 2019
VANN EQUITY MANAGEMENT LLC
RIA
CRD#: 174239
DeLand, FL
Past
December 15, 2014 - May 2, 2016
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
DELAND, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/21/2019)
Current Firm
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
Mailing Address
Phone number
(817) 888-8020
Established
Firm type
Fiscal year end
# of Employees
77
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,334 |
| AUM (Assets Under Management) | $ 1,077,958,560 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
